Once you’ve opened an American Funds account, you have several options for buying additional shares.
You can add money to your account at any time. You may want to talk to your financial professional before buying shares. He or she can offer advice and help you make decisions that fit your long-term financial plan.
Investments can be made to your account online or by phone once you've linked a bank account. Log in and click Buy.
You can also submit an investment check and instructions by mail.
Check pay order |
Account type |
Capital Bank and Trust CompanySM |
Accounts where Capital Bank and Trust Company (CB&T) is listed on the account registration |
CollegeAmerica® |
CollegeAmerica accounts |
ABLEAmerica® |
ABLEAmerica accounts |
American Funds |
All other accounts |
o Account registration
o Account number
o Amount to invest (per fund)
o Contribution year (if applicable, when investing in a traditional or Roth IRA)
Also known as dollar cost averaging, an automatic investment plan authorizes us to deduct a specified dollar amount from your bank account on the schedule you choose. Investing small amounts regularly over the long term can help you weather market fluctuations.
To set up an automatic investment plan online:
1. Log in to your account.
2. Click Automatic Transactions.
3. In the Investments section for the selected account, click Add New.
Mutual Fund Account Options Form (PDF)
Traditional or Roth IRA Account Options Form (PDF)
CollegeAmerica® Account Options Form (PDF)
Coverdell ESA Account Options Form (PDF)